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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,484 | $175,259-83.7% | $149,723-81.0% | $139,487-79.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 18.76% | 166.82%-148.1pp | 134.50%-115.7pp | 373.84%-355.1pp |
| Employer contribution / active EE | $2,742 | $5,478-49.9% | $4,821-43.1% | $4,755-42.3% |
| Participant deferral / active EE | $6,405 | $6,522-1.8% | $5,682+12.7% | $6,713-4.6% |
| Admin fee / account holder | $1,277 | $16,158-92.1% | $13,215-90.3% | $11,407-88.8% |